Announcement

Collapse

Information Needed

See more
See less

Setting up C&P Recurrings in C&P form and piping through to Salesforce

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Setting up C&P Recurrings in C&P form and piping through to Salesforce

    Hello, is there documentation or live support that I can get on how to set up a recurring donation on a C&P form and have it tracked all the way through Salesforce?

  • #2
    We have an article, Donor Management and NPSP, that will help you understand the differences between tracking a Recurring Donation using NPSP, and automating recurrings using C&P Recurring. Best practice is to review the pros and cons of each approach and choose the one that will work best for your organization. C&P's app advantage is that all your Recurring Donation records are written into Salesforce automatically. If you do choose C&P Donor Management (Payment as a Service), I also recommend that you process all payments through C&P, even when you receive a cash or check, so that your data entry is standardized.

    For how to set up a recurring donation, you can use the Campaigns and Payment Forms > Create a new Campaign, and refer to slides 13-15 in the slideshow.

    Hope that helps.
    Last edited by CnP.LiveSupport.AB; 02-12-2020, 02:25 PM.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X